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Guardian Wealth Advisors, Llc
Raleigh, North Carolina
Guardian Wealth Advisors, LLC, headquartered in Raleigh, NC, is a prominent regional investment advisory firm. With a vast client base of over 2,760 individuals, they oversee an impressive $1,350,675,000 in assets under management. Their extensive reach is supported by a network of 12 offices strategically located throughout the region.
While Guardian Wealth Advisors excels in managing discretionary assets, accounting for 86% of their total, they also possess the expertise to handle employer funds, albeit representing a smaller portion of their portfolio. Their comprehensive compensation structure encompasses various methods, inc...see more
Assets Under Mgmt
$1.35B
Investment Professionals
25
Locations
11
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other: CONSULTING
Disclosures
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
Reviews for Guardian Wealth Advisors, Llc
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